AEPCX
Price
$58.85
Change
-$0.99 (-1.65%)
Updated
Jul 13 closing price
Net Assets
140.66B
FIAGX
Price
$23.97
Change
-$0.47 (-1.92%)
Updated
Jul 13 closing price
Net Assets
9.48B
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AEPCX vs FIAGX

AEPCX vs FIAGX Comparison Chart in %
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AEPCX vs. FIAGX commentary
Jul 14, 2026

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AEPCX is a Hold and FIAGX is a Hold.

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FUNDAMENTALS
Fundamentals
AEPCX has more cash in the bank: 141B vs. FIAGX (9.48B). AEPCX pays higher dividends than FIAGX: AEPCX (2.11) vs FIAGX (0.38). AEPCX was incepted earlier than FIAGX: AEPCX (25 years) vs FIAGX (19 years). AEPCX (1.58) is less costly to investors than FIAGX (1.13). AEPCX is a more actively managed with annual turnover of: 50.00 vs. FIAGX (39.00). FIAGX has a lower initial minimum investment than AEPCX: FIAGX (0) vs AEPCX (250). FIAGX annual gain was more profitable for investors over the last year : 9.77 vs. AEPCX (4.09). FIAGX return over 5 years is better than : 20.13 vs. AEPCX (-9.69).
AEPCXFIAGXAEPCX / FIAGX
Total Expense Ratio1.581.13140%
Annual Report Gross Expense Ratio1.581.13140%
Fund Existence25 years19 years-
Gain YTD1.8698.57422%
Front LoadN/A6%-
Min. Initial Investment2500-
Min. Initial Investment IRAN/AN/A-
Net Assets141B9.48B1,488%
Annual Yield % from dividends2.110.38552%
Returns for 1 year4.099.7742%
Returns for 3 years13.0733.8139%
Returns for 5 years-9.6920.13-48%
Returns for 10 years37.90121.5931%
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